GenWealth Group, Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), GenWealth Group, Inc. reported 75 stock positions worth $537.1 million. Its top holding was iShares Gold Trust (IAU) at 9.8% of the portfolio, followed by Schwab US Large-Cap Value (SCHV, 8.4%) and Vanguard Mrngstar GR ETF-Sui (VUG, 7.9%). Compared with Q2 2025, it opened 5 new positions, added to 22 and reduced 34. The biggest buy was iShares Gold Trust (IAU, shares +5%) and the biggest sale iShares Russell Mid-Cap Grow (IWP, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- Maplewood, NJ
- CIK
- 0001713678
- Portfolio Value
- $537.1M (Q3 2025)
- SEC Filing
- 0001172661-25-004958 ↗ filed Nov 14, 2025
Holdings Value
Holdings 75 stocks · $537.1M
| IAU iShares Gold Trust | 9.77% | 720,695 | $52.4M | Add +5.1% |
| SCHV Schwab US Large-Cap Value | 8.38% | 1,545,294 | $45.0M | Add +0.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 7.87% | 88,157 | $42.3M | Reduce -4.1% |
| IEF iShares 7-10 Year Treasury B | 7.41% | 412,745 | $39.8M | Add +6.3% |
| VOO Vanguard S&P 500 ETF | 6.47% | 56,760 | $34.8M | Reduce -1.2% |
| IWP iShares Russell Mid-Cap Grow | 4.90% | 184,910 | $26.3M | Reduce -3.8% |
| IJH iShares Core S&P Midcap ETF | 4.83% | 397,812 | $26.0M | Reduce -3.2% |
| QQQ Invesco QQQ Trust Series 1 | 4.66% | 41,661 | $25.0M | Add +1.1% |
| IVV iShares Core S&P 500 ETF | 4.43% | 35,528 | $23.8M | Add +1.7% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 4.17% | 48,266 | $22.4M | Add +2.0% |
| ZROZ PIMCO 25+ YR Zero CPN US Tif | 4.13% | 325,993 | $22.2M | Add +10.4% |
| VGLT Vanguard Long-Term Treasury | 3.40% | 321,272 | $18.3M | Add +19.7% |
| USDU Wisdomtree BBG Usd Bullish | 3.14% | 638,295 | $16.8M | Add +8.2% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 2.39% | 163,953 | $12.8M | Reduce -4.4% |
| SPYG SS SPDR P S&P 500 Growth ETF | 2.18% | 112,182 | $11.7M | Reduce -4.2% |
| SPYV SS SPDR P S&P 500 Value ETF | 2.06% | 200,389 | $11.1M | Add +2.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.85% | 14,944 | $10.0M | Reduce -2.2% |
| SSO Proshares Ultra S&P500 | 1.79% | 85,580 | $9.6M | Reduce -6.0% |
| QLD Proshares Ultra QQQ | 1.74% | 67,920 | $9.3M | Reduce -14.8% |
| DDM Proshares Ultra DOW30 | 1.55% | 77,724 | $8.3M | Add +1.9% |
| OEF iShares S&P 100 ETF | 1.06% | 17,137 | $5.7M | Reduce -3.8% |
| IWF iShares Russell 1000 Growth | 0.76% | 8,770 | $4.1M | Reduce -4.4% |
| SCHG Schwab US Large-Cap Growth | 0.74% | 124,712 | $4.0M | Reduce -2.1% |
| IVW iShares S&P 500 Growth ETF | 0.71% | 31,804 | $3.8M | Reduce -3.1% |
| USXF iShares ESG Advance MSCI USA | 0.68% | 64,154 | $3.7M | Add +1.5% |
| RAFE PIMCO Rafi ESG US ETF filed as PIMCO EQUITY SER | 0.65% | 85,926 | $3.5M | Add +2.9% |
| ILCG iShares Morningstar Growth E | 0.61% | 31,411 | $3.3M | Reduce -2.3% |
| SNPE Xtrckr S&P 500 Scor&scrn ETF | 0.58% | 51,817 | $3.1M | Add +0.1% |
| IVE iShares S&P 500 Value ETF | 0.55% | 14,206 | $2.9M | Reduce -1.2% |
| AAPL Apple Inc. | 0.50% | 10,446 | $2.7M | Reduce -4.5% |
| IWB iShares Russell 1000 ETF | 0.43% | 6,310 | $2.3M | Reduce -1.2% |
| SCHR Schwab Intermediate-Term US | 0.43% | 91,125 | $2.3M | Add +2.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.42% | 12,236 | $2.3M | Add +3.1% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.40% | 79,130 | $2.1M | Reduce -0.1% |
| SHV iShares 0-1 Year Treasury Bo | 0.32% | 15,652 | $1.7M | Reduce -2.2% |
| IWD iShares Russell 1000 Value E | 0.32% | 8,397 | $1.7M | Add +11.2% |
| ILCV iShares Morningstar Value Et | 0.30% | 17,812 | $1.6M | Reduce -1.0% |
| SCHX Schwab US Large-Cap ETF | 0.28% | 57,071 | $1.5M | Reduce -3.0% |
| SPTI SS SPDR P Int Term TSY ETF | 0.26% | 48,767 | $1.4M | No change |
| JPM JPMorgan Chase & Co. | 0.23% | 3,958 | $1.2M | Reduce -1.2% |
| IYY iShares Dow Jones U.S. ETF | 0.19% | 6,368 | $1.0M | Add +6.4% |
| META Meta Platforms Inc. Class A | 0.18% | 1,335 | $980K | Reduce -15.0% |
| IEI iShares 3-7 Year Treasury Bo | 0.18% | 8,034 | $960K | Reduce -0.3% |
| IWY iShares Russell Top 200 Grow | 0.17% | 3,253 | $890K | Reduce -2.2% |
| JNJ Johnson & Johnson | 0.12% | 3,566 | $661K | Add +0.1% |
| MSFT Microsoft Corp. | 0.11% | 1,141 | $591K | Reduce -3.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.10% | 1,073 | $539K | No change |
| IWX iShares Russell Top 200 Valu | 0.10% | 5,836 | $513K | No change |
| TSLA Tesla Inc. | 0.08% | 1,022 | $455K | No change |
| USFR Wisdomtree Floating Rate Tre | 0.08% | 8,823 | $444K | Add +38.6% |
| TLH iShares 10-20 Year Treasury | 0.08% | 4,229 | $436K | Reduce -3.6% |
| QQEW First TR Nasdaq-100 Sel Eq | 0.08% | 3,014 | $425K | Add +97.6% |
| XOM Exxon Mobil Corp. | 0.08% | 3,765 | $424K | Reduce -2.0% |
| IUSG iShares Core S&P U.S. Growth | 0.08% | 2,525 | $415K | Reduce -1.1% |
| SCHD Schwab US DVD Equity ETF | 0.07% | 14,256 | $389K | New |
| AMGN Amgen Inc. | 0.07% | 1,374 | $388K | No change |
| T AT&T Inc. | 0.07% | 12,677 | $358K | Reduce -10.7% |
| ALL Allstate Corp. | 0.06% | 1,602 | $344K | No change |
| IWL iShares Russell Top 200 ETF | 0.06% | 2,004 | $333K | Reduce -29.9% |
| GOOG Alphabet Inc. Class C | 0.06% | 1,335 | $325K | Reduce -5.3% |
| PFF iShares Preferred & Income S | 0.06% | 9,342 | $295K | No change |
| ADP Automatic Data Processing | 0.05% | 920 | $270K | Add +29.2% |
| ORCL Oracle Corp. | 0.05% | 877 | $247K | New |
| VGT Vanguard Info Tech ETF | 0.05% | 330 | $246K | Reduce -8.3% |
| VZ Verizon Communications Inc. | 0.05% | 5,583 | $245K | Reduce -0.4% |
| HON Honeywell International Inc. | 0.04% | 1,135 | $239K | No change |
| GOOGL Alphabet Inc. Class A | 0.04% | 914 | $222K | New |
| LLY Eli Lilly & Co. | 0.04% | 280 | $214K | No change |
| VGIT Vanguard Intermediate-Term T | 0.04% | 3,530 | $212K | No change |
| MAR Marriott International Class A | 0.04% | 807 | $210K | No change |
| EMR Emerson Electric Co. | 0.04% | 1,557 | $204K | No change |
| IJR iShares Core S&P Small-Cap E | 0.04% | 1,710 | $203K | New |
| COP Conocophillips | 0.04% | 2,136 | $202K | New |
| PGX Invesco Preferred ETF | 0.03% | 15,069 | $175K | No change |
| SPFF Global X Superincome Prefer | 0.02% | 10,628 | $98K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| IWP iShares Russell Mid-Cap Grow | Reduce -3.8% | 4.90% | −0.47 |
| IJH iShares Core S&P Midcap ETF | Reduce -3.2% | 4.83% | −0.31 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -4.1% | 7.87% | −0.25 |
| QLD Proshares Ultra QQQ | Reduce -14.8% | 1.74% | −0.16 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -4.4% | 2.39% | −0.12 |
| VOO Vanguard S&P 500 ETF | Reduce -1.2% | 6.47% | −0.11 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -4.2% | 2.18% | −0.07 |
| META Meta Platforms Inc. Class A | Reduce -15.0% | 0.18% | −0.05 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.2% | 1.85% | −0.05 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -2.2% | 0.32% | −0.03 |
| OEF iShares S&P 100 ETF | Reduce -3.8% | 1.06% | −0.03 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Reduce -0.1% | 0.40% | −0.03 |
| IWL iShares Russell Top 200 ETF | Reduce -29.9% | 0.06% | −0.03 |
| IWF iShares Russell 1000 Growth | Reduce -4.4% | 0.76% | −0.02 |
| IVE iShares S&P 500 Value ETF | Reduce -1.2% | 0.55% | −0.02 |
| ILCG iShares Morningstar Growth E | Reduce -2.3% | 0.61% | −0.02 |
| T AT&T Inc. | Reduce -10.7% | 0.07% | −0.02 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -0.3% | 0.18% | −0.01 |
| IVW iShares S&P 500 Growth ETF | Reduce -3.1% | 0.71% | −0.01 |
| SCHX Schwab US Large-Cap ETF | Reduce -3.0% | 0.28% | −0.01 |
| SCHG Schwab US Large-Cap Growth | Reduce -2.1% | 0.74% | −0.01 |
| TLH iShares 10-20 Year Treasury | Reduce -3.6% | 0.08% | −0.01 |
| MSFT Microsoft Corp. | Reduce -3.3% | 0.11% | −0.01 |
| IWB iShares Russell 1000 ETF | Reduce -1.2% | 0.43% | −0.01 |
| SSO Proshares Ultra S&P500 | Reduce -6.0% | 1.79% | −0.01 |
| XOM Exxon Mobil Corp. | Reduce -2.0% | 0.08% | −0.00 |
| ILCV iShares Morningstar Value Et | Reduce -1.0% | 0.30% | −0.00 |
| VZ Verizon Communications Inc. | Reduce -0.4% | 0.05% | −0.00 |
| VGT Vanguard Info Tech ETF | Reduce -8.3% | 0.05% | −0.00 |
| JPM JPMorgan Chase & Co. | Reduce -1.2% | 0.23% | −0.00 |
| IUSG iShares Core S&P U.S. Growth | Reduce -1.1% | 0.08% | 0.00 |
| IWY iShares Russell Top 200 Grow | Reduce -2.2% | 0.17% | +0.00 |
| GOOG Alphabet Inc. Class C | Reduce -5.3% | 0.06% | +0.01 |
| AAPL Apple Inc. | Reduce -4.5% | 0.50% | +0.04 |
Portfolio Buys Q2 2025 → Q3 2025
| IAU iShares Gold Trust | Add +5.1% | 9.77% | +1.14 |
| VGLT Vanguard Long-Term Treasury | Add +19.7% | 3.40% | +0.36 |
| ZROZ PIMCO 25+ YR Zero CPN US Tif | Add +10.4% | 4.13% | +0.13 |
| QQQ Invesco QQQ Trust Series 1 | Add +1.1% | 4.66% | +0.07 |
| SCHD Schwab US DVD Equity ETF | New | 0.07% | +0.07 |
| USDU Wisdomtree BBG Usd Bullish | Add +8.2% | 3.14% | +0.07 |
| IVV iShares Core S&P 500 ETF | Add +1.7% | 4.43% | +0.05 |
| ORCL Oracle Corp. | New | 0.05% | +0.05 |
| DDM Proshares Ultra DOW30 | Add +1.9% | 1.55% | +0.04 |
| GOOGL Alphabet Inc. Class A | New | 0.04% | +0.04 |
| IJR iShares Core S&P Small-Cap E | New | 0.04% | +0.04 |
| COP Conocophillips | New | 0.04% | +0.04 |
| QQEW First TR Nasdaq-100 Sel Eq | Add +97.6% | 0.08% | +0.04 |
| IWD iShares Russell 1000 Value E | Add +11.2% | 0.32% | +0.02 |
| USFR Wisdomtree Floating Rate Tre | Add +38.6% | 0.08% | +0.02 |
| JNJ Johnson & Johnson | Add +0.1% | 0.12% | +0.01 |
| IYY iShares Dow Jones U.S. ETF | Add +6.4% | 0.19% | +0.01 |
| RAFE PIMCO Rafi ESG US ETF | Add +2.9% | 0.65% | +0.01 |
| ADP Automatic Data Processing | Add +29.2% | 0.05% | +0.01 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +2.7% | 2.06% | +0.01 |
| SNPE Xtrckr S&P 500 Scor&scrn ETF | Add +0.1% | 0.58% | +0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +3.1% | 0.42% | +0.00 |
| USXF iShares ESG Advance MSCI USA | Add +1.5% | 0.68% | −0.00 |
| SCHR Schwab Intermediate-Term US | Add +2.8% | 0.43% | −0.02 |
| DIA SS SPDR Dow Jones Indus Avg | Add +2.0% | 4.17% | −0.04 |
| IEF iShares 7-10 Year Treasury B | Add +6.3% | 7.41% | −0.09 |
| SCHV Schwab US Large-Cap Value | Add +0.5% | 8.38% | −0.20 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 89 | $641.8M | SCHV, VUG, IEF, IAU, VOO |
| Q1 2026 | 85 | $584.5M | SHY, IAU, SCHV, TLT, IEF |
| Q4 2025 | 83 | $586.5M | IAU, SCHV, VUG, IEF, VOO |
| Q3 2025 | 75 | $537.1M | IAU, SCHV, VUG, IEF, VOO |
| Q2 2025 | 70 | $495.9M | IAU, SCHV, VUG, IEF, VOO |
| Q1 2025 | 71 | $453.6M | TLT, IAU, GLD, SCHV, IEF |
| Q4 2024 | 74 | $439.3M | IAU, SCHV, VUG, VOO, IEF |
| Q3 2024 | 73 | $435.0M | IAU, SCHV, VUG, IEF, VOO |
| Q2 2024 | 65 | $406.2M | IAU, VUG, SCHV, IEF, VOO |
| Q1 2024 | 65 | $396.9M | IAU, SCHV, VUG, IEF, VOO |